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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Brouwer & Janachowski
Mill Valley,
California
| $533M | +$16.2M | +3% | 3.64% | 41.8% | 57 | 12.28% | 2.4 |
|
| 2052 |
2052
Summit Creek Advisors
Minneapolis,
Minnesota
| $532M | +$24.8M | +5% | 4.93% | 68.8% | 57 | 7.02% | 2.3 |
|
| 2053 |
JMH
2053
J.M. Hartwell
New York
| $532M | +$21.4M | +4% | 6.15% | 72.2% | 92 | 25% | 2.8 |
|
| 2054 |
2054
Clear Harbor Asset Management
Stamford,
Connecticut
| $532M | +$27.5M | +5% | 4.92% | 98.6% | 272 | 19.12% | 2.6 |
|
| 2055 |
2055
Tygh Capital Management
Portland,
Oregon
| $531M | +$31M | +6% | 7.22% | 251% | 109 | 31.19% | 0.9 |
|
| 2056 |
2056
Richard C. Young & Co
Newport,
Rhode Island
| $531M | +$2.55M | +0.5% | 3.23% | 137% | 69 | 14.49% | 2.7 |
|
| 2057 |
2057
Jay A. Fishman Ltd
Troy,
Michigan
| $530M | +$40M | +8% | 9.67% | 105% | 96 | 9.38% | 3.1 |
|
| 2058 |
2058
Garde Capital
Seattle,
Washington
| $530M | +$20.9M | +4% | 4.39% | 57.6% | 174 | 6.9% | 1.8 |
|
| 2059 |
2059
Acuta Capital Partners
Redwood City,
California
| $530M | -$28.3M | -5% | 20.1% | 7,269% | 99 | 60.61% | 0.6 |
|
| 2060 |
2060
BlueSpruce Investments
Chicago,
Illinois
| $530M | -$1.04M | -0.2% | 8.32% | 59.6% | 16 | 25% | 1.2 |
|
| 2061 |
2061
Annex Advisory Services
Brookfield,
Wisconsin
| $529M | +$41M | +8% | 6.13% | 85.8% | 133 | 15.04% | 2.6 |
|
| 2062 |
2062
Cardan Capital Partners
Denver,
Colorado
| $529M | +$27.9M | +6% | 3.35% | 64% | 128 | 11.72% | 1.4 |
|
| 2063 |
2063
Jacobs Asset Management
New York
| $528M | +$4.01M | +0.8% | 3% | 114% | 54 | 29.63% | 1.9 |
|
| 2064 |
2064
Capital International
Los Angeles,
California
| $527M | -$988M | -65% | 6.31% | 147% | 156 | 30.77% | 2 |
|
| 2065 |
2065
Baskin Financial Services
Toronto,
Ontario, Canada
| $527M | +$12.6M | +2% | 5.07% | 69.1% | 50 | 6% | 2.9 |
|
| 2066 |
2066
Silverback Asset Management
Chapel Hill,
North Carolina
| $527M | -$97.9M | -16% | 0.33% | 92.1% | 52 | 15.38% | 0.5 |
|
| 2067 |
BCM
2067
Blockhouse Capital Management
New York
| $526M | +$157M | +42% | 11.2% | – | 57 | 61.4% | 0.3 |
|
| 2068 |
2068
AdvicePeriod
Los Angeles,
California
| $526M | – | – | 3.35% | 31.5% | 67 | – | 0 |
|
| 2069 |
2069
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $526M | -$50.4M | -9% | 5.97% | 57.2% | 65 | 4.62% | 2.9 |
|
| 2070 |
2070
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $525M | +$46M | +10% | 5.25% | 87.2% | 157 | 23.57% | 2.5 |
|
| 2071 |
2071
Equitec Specialists
Chicago,
Illinois
| $523M | -$127M | -20% | 0.36% | 65.4% | 123 | 37.4% | 0.6 |
|
| 2072 |
2072
Institutional & Family Asset Management
Fort Collins,
Colorado
| $522M | +$24.5M | +5% | 4.83% | 19% | 188 | 16.49% | 1.2 |
|
| 2073 |
2073
First Trust Capital Management
Chicago,
Illinois
| $522M | -$122M | -19% | 14.4% | 214% | 79 | 73.42% | 0.3 |
|
| 2074 |
2074
Venturi Wealth Management
Austin,
Texas
| $522M | +$49.2M | +10% | 6.13% | 101% | 204 | 16.18% | 1.1 |
|
| 2075 |
2075
Girard Partners
King Of Prussia,
Pennsylvania
| $522M | +$37.4M | +8% | 6.47% | 25.7% | 290 | 14.48% | 2.1 |
|